Digital-First Private Client Advisor

JPMorganChase; Pikesville (MD); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Maryland is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build relationships and offer tailored investment solutions, while leveraging Chase referrals to deepen client engagement. The position requires active Series 7/66 licenses (or obtain within 60 days), Life/Health/LTC licenses, and a commitment to integrity, team success, and ongoing learning in a dynamic, client‑facing wealth

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase in Maryland is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build relationships and offer tailored investment solutions, while leveraging Chase referrals to deepen client engagement. The position requires active Series 7/66 licenses (or obtain within 60 days), Life/Health/LTC licenses, and a commitment to integrity, team success, and ongoing learning in a dynamic, client‑facing wealth